Library & Tools

The Social Security Administration (SSA) keeps all new disability files in electronic format. Applicants and authorized representatives have the right to obtain relevant application information on a CD-ROM. When you are preparing to appeal a denial of disability benefits, you should request the case file so that you can review key components of the file and decision.

The CE report should show not only the individual’s symptoms, laboratory findings (psychological test results), and diagnosis but also the effect of the mental disorder on the individual’s ability to function in personal, social, and occupational situations.

Here is some guidance from the SAMHSA SOAR TA Center and the Social Security Administration for gathering information about and documenting Long COVID for SSI/SSDI applications.

In the process of collecting medical evidence, the DDS examiner may decide that there is insufficient information to make a determination about disability. In this case, the DDS examiner can request an evaluation from an outside source called a Consultative Exam (CE).

The National Organization of Social Security Claims Representatives (NOSSCR) has compiled a list of the state statutes and regulations regarding the collection of fees for medical records.

Here are some frequently asked questions regarding HIPAA concerns when collecting and releasing medical records.

Completing the SSA-827 allows SOAR case managers to obtain the applicant’s medical records, in order to verify that they meet the medical eligibility criteria for SSI/SSDI.

This issue brief, developed by the SAMHSA SOAR TA Center, provides strategies for forming partnerships, examples, and a sample agreement to help hospitals and community programs create collaborations that are mutually beneficial.

Allison participated in the First Application Cohort facilitated by the SAMHSA SOAR TA Center. This was her first application and approval.

Appointed Representatives assisting with ALJ hearings and Appeals Council level cases can obtain online access to applicants’ electronic folders by enrolling in Appointed Representative Services (ARS). There are also benefits to enrolling in ARS, even if you only assist with initial claims.